Accounting Systems Review

Help Saint Sebastian Project Inc with feedback and recommendations on their accounting practices to improve their financial recordkeeping, reporting, and planning.
Saint Sebastian Project Inc
Manhattan Beach, CA, USA
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Saint Sebastian Project Inc
Manhattan Beach, CA, USA

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Posted July 14th

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Project details

What we need
  • Analysis of accounting needs and assessment of Organization’s current accounting practices
  • Recommendations for process improvements for enhanced reporting
  • Recommendations on appropriate bookkeeping system such as a spreadsheet or Quickbooks and related costs (if necessary)
  • Note: This does not include accounting systems set up or implementation
Additional details

What we are really seeking is an analysis of our accounting process for our annual fundraiser. We use Paypal, Quickbooks and Excel - then Spire for credit card payments at the actual event. It seems too manual and time consuming. We appreciate assistance to create a more efficient process.

What we have in place
  • I oversee all the accounting processes and am able to access all of our systems. I am available for this project.
How this will help
This project will save us $8,564 , allowing us to allocation more time and energy towards our core mission.

We wish to create and more efficient accounting process for our fundraiser.

Project plan

P
Prep: Distribution of Prep Materials
  • Proficiency with spreadsheet and/or software accounting
  • Understanding of any local regulations or laws that would affect Organization's accounting needs
1
Milestone 1: Analysis & Recommendations
  • Volunteer Manager communicates current accounting needs and practices to Professional
  • Volunteer Manager provides a chart of accounts or operating budget, and any financial statements currently being generated (e.g. statement of financial position, statement of activities, or statement of cash flows), outlining current operational constraints with existing system
  • Volunteer Manager conveys any budget and capacity considerations that might apply to ongoing bookkeeping management
  • Note: If necessary, Volunteer Manager should have Volunteer sign a Non Disclosure Agreement (NDA) prior to sharing and discussing Organization’s financial information.
2
Milestone 2: Final Deliverable
  • Professional provides revised list of recommendations, along with cost estimates and preferred vendors to use for implementation
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About the org

Saint Sebastian Project Inc
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Our mission

To level the playing fields for student athletes in underserved Catholic schools in the Los Angeles Archdiocese and to give every child - regardless of family income - the chance to learn the skills, experience the growth, and share in the joy of participating in a school sports team.

What we do

Founded in 2009, we currently provide resources and offer special programs to support sports teams in 50 inner city Catholic Schools in Los Angeles. Since inception, we have enabled more than 13,500 children to benefit from the life-changing experience of playing on a sports team.

Testimonials

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